a proven system

Jonathan Kuttin is a Barron´s Top 100 Independent Advisor. Our program is designed to teach advisors the identical systems and processes Jonathan has implemented within his own financial planning practice. Our program is not based on a good idea, it is based on a best practice that has been perfected over years of experience. Simply follow our step-by-step process and you will be on your way to creating quantum growth within your practice.

KCG will help you

INCREASE your REVENUEs

Our coaching program is designed to help you create mutually beneficial relationships with CPA firms. Expanding your access to qualified and endorsed prospects.

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differentiate your practice

We will help you look better/different than your competition. We will teach you how to create a value proposition that CPA firms will grow dependent on.

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reduce marketing costs

Eliminate the costs associated with dinner seminars, telemarketing, and advertisements. Our system will teach you how to fish with a net instead of a rod.

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access to prequalified prospects

By developing and leading just a handful of CPA relationships you can create an ongoing stream of pre-qualified prospects from a trusted and knowledgeable center of influence.

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Work with HNW & UHNW Clients

Study after study concludes that high net worth and ultra high net worth clientele wants to meet their financial advisor via an introduction from their CPA.

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Work Smarter, Not Harder

Create leverage in your practice by developing a handful of meaningful relationships with CPA firms who have the trust and influence over your ideal clientele.

OUR PROVEN Process

Knowledge & Experience

Designed by a leading advisory practice based on real life experience

Coaching & Behavioral Change

Leadership to empower you and your CPA Partners to transform

Tools & Expertise

To allow you and your CPA Partners to remain relevant and scale your business

"THE TAX PROFESSIONAL ALLIANCE PROGRAM HAS BEEN AN EXTREMELY VALUABLE EXPERIENCE. THE MATERIALS, TRAINING, AND INDIVIDUALIZED ATTENTION HAVE SET ME UP FOR SUCCESS. IF YOU ARE GOING TO HAVE A CONSULTANT, IT SHOULD DEFINITELY BE THE BEST. THAT DEFINES KUTTIN CONSULTING GROUP"

Anthony Essis
CFP®, CFS®
Financial Advisor

"This has the potential to have a huge impact on my business and I would never have had the opportunity without you pushing me to participate."

Mark Grossmann
CFP®, CMFC®, CRPC®, ChFC®
Financial Advisor

"GREAT Session....that's what makes your program different and more impactful!! Not only do you give the keys to the car, show us how to drive, but then also explain what can and probably will go wrong and how to be ready with some defensive driving lessons!!!"

Kevin R. Keith
CFM®, CRPC®
Financial Advisor

"Just a quick note to thank you for a very good meeting yesterday. It was definitely time well spent"

Erik St. Martin
Senior Financial Associate
Management Group

Our PartNErs

Our alliances give you a single point of contact for any growth or strategic need your business may be facing.